APPLETON PARTNERS INC/MA
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1055290
BOSTON, MA
Position in FBTC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$273,679
-$13,738 QoQ
Shares Held
5,361
+10.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#410
of 621 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in FBTC Over Time
Shares Held
Position Value (USD)
All Filings in FBTC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,679 | 5,361 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $287,417 | 4,869 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $345,626 | 4,534 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $431,279 | 4,321 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $303,305 | 3,227 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $203,315 | 2,825 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||